Matthew Tyler Simon
Investment adviser representative at Fortis Group Advisors LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$822.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fortis Group Advisors LLCFeb 2025 to now
- Fortis Wealth Group d/b/a Medtech FinancialFeb 2025 to now
- LPL FinancialFeb 2025 to now
- Cetera Advisor Networks LLCAug 2023 to Feb 2025
- Cetera Investment Advisers LLCAug 2023 to Feb 2025
- Marg FinancialMay 2021 to Feb 2025
- Mid Atlantic Resource GroupApr 2021 to Feb 2025
- Minnesota Life Insurance CompanyApr 2021 to Aug 2023
- Securian Financial ServicesApr 2021 to Aug 2023
- Provident BankMay 2018 to Apr 2021
- Gold's GymOct 2017 to May 2018
- Romans PizzeriaMay 2017 to Sep 2017
- Jackson Liberty High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Fortis Group Advisors LLC
$822.4MAssets managed
2,604Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7367467
- Firm CRD
- 290427